Wealth Management Operations Support

SUMMARY:
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POSITION INFO:
Overview: Our client, a global financial services operation, is a unique one-stop solution for wealth, asset management and stockbroking services. Their institutional knowledge and experienced team provide expert investment advice and diversified financial services planning. They are seeking an Operations Support professional to assist the Wealth Manager\/s with administrative tasks. Responsibilities: Action requests received from your dedicated Wealth Manager\/s in a timely manner Manage and capture prospect leads on the CRM system Ensuring all client information and documentation is easily and readily accessible on SharePoint Update and manage the CRM systems - Loading new business, switches, and top-ups Handle and solve client inquiries Respond to client emails in a timely and professional manner Prepare and implement investment proposals Gathering FICA and FAIS documents from new and existing clients Prepare onboarding documents - Due Diligence, Mandates, Record of Advice, etc. Following up on new business applications and transactions in progress - ensuring they are completed in a timely manner Submit outstanding requirements as received from the internal accounts team and service providers Following the company's internal compliance requirements and guidelines to ensure compliance with the FSCA Action payment instructions and ensure they are completed according to the SLAs Maintenance of existing business - Switches, withdrawals, additional investments, etc Prepare and distribute monthly\/quarterly\/annual statements\/ tax certificates to clients Account Opening - Submitting various institutional investment accounts for opening Forex trades - Requesting FX conversions for offshore investments (i.e., ZAR to USD) Loading and sending documents to clients VIA DocuSign Prepare investment review documents Maintain Service Level agreement deadlines Requirements: Competency with MS Office and MS Teams (essential) Relevant bachelor's degree Relevant RE exam qualifications would be an added advantage Main Purpose: Provide world-class client experience to our clients by assisting wealth managers with all back-office administration The successful applicant must: Have excellent attention to detail Provide efficient and timeous service Build strong relationships with wealth managers, internal channels & service providers Problem-solving skills Use their own initiative to follow through on tasks Display time management skills